How does Trelica work with Intercom?
Trelica helps IT teams keep on top of what SaaS software has been bought, how much money is being spent on it, how well it's being used and whether everything is compliant from a security and privacy point of view.
Trelica can connect directly to different SaaS tools (like Intercom) to extract up-to-date information about which of your users are using Intercom, and how regularly they are logging in. This will help you improve engagement, deprovision unused seats, and prepare for your license renewal.
To integrate with Trelica you will need a Trelica account. If you don't have one then please contact us through our website to get set-up.
If you received an email asking you to set up the integration, then just click on the link, otherwise go to Admin > Integrations to get started.
You must be an administrator of your Intercom site in order to connect with Trelica.
As an administrator, you may have received an invitation from someone in your IT team asking you to connect Intercom to Trelica.
In the Search... box, just type in Intercom:
Then click on the Intercom logo to get started.
Connecting to Intercom
Click the Connect button at the top-right:
You will then be asked to log in to Intercom and shown a message explaining that Trelica wants to connect to your organization's Intercom site:
Click Authorize access and you will be taken back to Trelica.
After a short pause, Trelica will start to synchronize with Intercom and you'll see a green tick when everything is done.
Although this shouldn't take long, you don't have to wait for this to happen - once you're back in Trelica feel free to go off and do other things.
If you click on the View application button then you can go through to the Intercom profile page and see more information.
At this point you may wish to review the user list or fill in more information about the number of seats you have, when you renew your Intercom license.
If you have any problems either connecting with Intercom or using Trelica please contact our support team. Just drop us an email at email@example.com to start the conversation.